See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,678 | $47,848-48.4% | $81,478-69.7% | $70,131-64.8% |
| Participation rate | 85.4% | 58.3%+27.1pp | 68.0%+17.5pp | 69.5%+15.9pp |
| Annual return | 19.28% | 27.25%-8.0pp | 38.78%-19.5pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,205 | $1,527+175.4% | $2,568+63.8% | $2,342+79.5% |
| Participant deferral / active EE | $3,613 | $2,453+47.3% | $3,537+2.2% | $3,332+8.5% |
| Admin fee / account holder | $989 | $3,145-68.5% | $4,561-78.3% | $4,645-78.7% |